BIM

Barton Investment Management Portfolio holdings

AUM $965M
1-Year Est. Return 51.95%
This Quarter Est. Return
1 Year Est. Return
+51.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
-$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$1.2M
3
+$960K
4
AAPL icon
Apple
AAPL
+$931K
5
ICUI icon
ICU Medical
ICUI
+$593K

Top Sells

1
+$4.11M
2
+$875K
3
+$255K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$113K
5
CI icon
Cigna
CI
+$97.7K

Sector Composition

1 Technology 47.2%
2 Communication Services 24.41%
3 Consumer Discretionary 11.08%
4 Financials 6.92%
5 Real Estate 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.11%
9,614
+620
27
$998K 0.09%
11,775
28
$992K 0.09%
11,375
29
$911K 0.08%
5,879
30
$795K 0.07%
12,999
31
$625K 0.05%
8,158
-176
32
$593K 0.05%
+2,500
33
$581K 0.05%
1,024
+274
34
$573K 0.05%
3,500
35
$514K 0.04%
8,700
36
$509K 0.04%
2,215
-425
37
$460K 0.04%
3,850
38
$447K 0.04%
30,000
39
$394K 0.03%
1,200
40
$345K 0.03%
1,400
41
$277K 0.02%
635
-260
42
$257K 0.02%
+765
43
$209K 0.02%
+1,000
1
2